The US Q2 results season has significantly exceeded market expectations. With less than 10% of the SP 500s market cap to report, our updated analysis shows that around three-quarters of the constituent companies have provided a positive EP...
Table of Contents August Investment Summary........................................................... 3 Monthly Strategy Bullets.................................................................. 7 Sector Strategy Summary ....................
TABLE OF CONTENTS Market Decomposition .............................................................5 Taiwan dividend yields through time......................................6 Key Factor Observations .........................................
Report Title:Awaiting the Expectation Recovery Analyst:Alan Yuan，June Wu，Brigitte Liu Type:Strategy Research/A-share Investment Strategy Date:2009-09-04 Sector/Sub-sector:/ Company/ Code: Rating:*** [Note: Rating is a comprehensive asses...
Table of Contents I. Asia Pacific Sector Swap 3 Why are we introducing the Asia Pacific Sector Swap? 3 Who will use Sector Swap? 3 What products BNPP can provide? 4 How to use the Sector Swap? 4 Methodology 5 II. Investment Tactics 6 Globa...
目 录 1 机械行业：严冬之中仍有温暖...............................................3 1.1 行业整体增速下滑趋势明显.....................................................3 1.2 4万亿投资拉动内需，关注反周期行业.......................................
Table of Contents A greater burden of proof ........................................................3 Global emerging markets model portfolio by country ........14 Global emerging markets model portfolio by sector...........15 Key Trades ....
目录 百货业仍具备良好防御性，内生增长将放缓在我们的预期之内.................................................4 消费增长5 月下滑、6 月回升，总体表现依然强劲.............................................................. 4 百货业商品类别的防御...
目录： 1. 财政货币政策与建筑行业周期：2009年政策利多 2. 2009年基础设施投资与公司业绩敏感性分析 3. 建筑估值及公司筛选逻辑：构建合同审视逻辑 4. 投资机会在时点和空间上预判、重点公司简评...
目录 动物保健品行业分析......................................................................................................- 3 - 动物保健品市场分类.............................................................................................
